Can I Make A Deductible Contribution to My HSA? This flowchart covers many of the rules and requirements that a client must satisfy in order to make an HSA contribution. This is particularly helpful for clients who will experience a change to their health insurance coverage this year (such as leaving a company, changing from individual to family coverage, or starting Medicare).

What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— Advisor in Virginia

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”